The 21st Century 401(K) Plan — Form 5500 plan (21st Century Software Technologies, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The 21st Century 401(K) Plan is a benefit plan reported by 21st Century Software Technologies, Inc. under EIN 99-0369407 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $14,373,240 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
21st Century Software Technologies, Inc.
EIN
99-0369407
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
139
End-of-year plan assets
$14,373,240

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023139H, C20240821063016NAL0007625202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,373,240
Total liabilities (EOY)
$0
Net assets (EOY)
$14,373,240
Net assets (BOY)
$14,148,807

Income & contributions

Employer contributions
$487,180
Participant contributions
$1,486,847
Total contributions
$2,000,017
Total income / additions
$4,144,910

Expenses & distributions

Benefits paid
$3,851,233
Administrative expenses
$69,244
Total expenses
$3,920,477
Net increase / (decrease)
$224,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$30,636not reported in the loaded dataset2023
ScsADVISOR$30,382not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,227not reported in the loaded dataset2023

Related Form 5500 pages